The non-domicile (non-dom)/remittance-basis system, which originated in 1799 to safeguard colonial investments, was abolished in April 2025. This was originally instigated by Jeremy Hunt, then Chancellor of the Conservative Party. What were the benefits of non-doms...
The non-domicile (non-dom)/remittance-basis system, which originated in 1799 to safeguard colonial investments, was abolished in April 2025. This was originally instigated by Jeremy Hunt, then Chancellor of the Conservative Party. What were the benefits of non-doms...
What’s changing and why does it matter? Here’s what you need to know about the new Inheritance Tax (IHT) changes on pensions, coming into force on 6 April 2027, and what you should consider doing before these are implemented.
We illustrate how planning your retirement well ahead really can make a difference to the choices you have in later life.
This edition explores how women’s financial power is growing and what that means for long-term planning, as well as the broader economic landscape and how to approach ongoing market volatility.
It also looks at the current outlook for Europe and global markets, and covers how to help protect your family and income in the event of serious illness.
In the Autumn Budget 2025, the government announced its new ISA reform for 2027. The idea is to encourage more people to invest, particularly in stocks and shares, rather than keeping large amounts in cash savings (the government believes too much money currently sits...
The proposed "Home buying and selling reform roadmap" was updated in detail by the government on the 19 June 2026 – promising the biggest shakeup to the process in a generation – with full implementation targeted by the end of Parliament in July 2029*. If the plan...
The SJP Women and Wealth 2026 Report reveals clear disparities between men and women when it comes to investing and making financial plans for the future. However, it also highlights that generational change may well close those gaps as it illustrates younger women today are more likely to have a financial plan in place, and also slightly more likely to invest.
Many parents are unaware that if either of them starts to earn more than £60,000 a year, they will have to pay some of their Child Benefit back as a High Income Child Benefit Tax Charge (HICBC). Earning £80,000 or more, means they’ll have to pay it all back!
One of the biggest benefits of saving into a pension is you receive tax relief on everything you pay in up to the annual allowance (currently £60,000 in 2026/27). Discover all the ways pension planing can help ensure you take advantage of any tax benefits available to you personally.
This is a significant and growing problem. In the first half of 2025, the Financial Conduct Authority (FCA) received 4,465 reports of fake FCA scams, with 480 victims duped into sending money to fraudsters. Almost two-thirds of reports came from people aged 56 or...
Time is the most powerful factor in investing. Starting a pension at birth could give your child 50–60 years of growth.
Discover the great reasons for setting up a pension for your child.
In the UK, there are several tax benefits and reliefs that can make home ownership financially advantageous. We’ve put together the main tax-related benefits and rules for homeowners.
One of the common questions we’re asked when giving financial advice, is whether you can give your home away to help reduce inheritance tax.
I’ve always encouraged my clients to take out protection. Working in the financial sector has sadly illustrated the importance of this on several occasions, one tragically recent which touched me personally.
In its simplest form, our Visual Cashflow Plan illustrates how much money our clients will have available to spend at anyone time throughout their lives.
One of the first questions most of us ask before proceeding with any service is “How much will it cost?” Unfortunately, unlike solicitors and accountants, financial advisers are unable to offer one-off advice sessions.
The decisions you make around your NHS Pension are some of the most important you’ll encounter as there’s no opportunity to change your mind once you’ve taken your pension.
When you become a partner in a law firm – whether a traditional partnership or a limited liability partnership (LLP) – you take on a new level of financial responsibility and complexity. We offer a breakdown of what you need to know relating to the key financial issues you may face.
Imagine finding a lost pension you never knew you had. There are now an estimated 3.3 million lost pension pots, containing £31.1 billion worth of assets, with the average size of a lost pot highest among the 55-75 age group, at £13,620. Find out what happened when my Mum discovered hers!
After more than 30 years in teaching, I made a life-changing decision: I left the classroom to pursue my passion in counselling. It wasn’t an easy choice.